Vanguard Morningstar Mega Cap Growth ETF
72 hedge funds and large institutions have $439M invested in Vanguard Morningstar Mega Cap Growth ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 9 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 19
17% more capital invested
Capital invested by funds: $375M → $439M (+$63.7M)
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
9.85% more ownership
Funds ownership: 149.69% → 159.54% (+9.8%)
1% more funds holding
Funds holding: 71 → 72 (+1)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $207K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
+$35.4M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$20.6M |
| 3 |
SG Americas Securities
New York
|
+$2.77M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$1.89M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMS
FBL Investment Management Services
West Des Moines,
Iowa
|
-$8.58M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.34M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$6.8M |
| 4 |
Morgan Stanley
New York
|
-$1.44M |
| 5 |
Bank of New York Mellon
New York
|
-$1.24M |
MGK Hedge Fund Activity: Q2 2014 in Review
72 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Mega Cap Growth ETF (MGK) for Q2 2014, worth a combined $439M — up 17% from $375M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MGK positions and 9 closed out — a net gain of 1 holder — while 29 added to existing stakes and 19 trimmed.
The largest buyer was Synovus Financial, opening a new position worth an estimated $35.4M. The largest seller was FBL Investment Management Services, exiting entirely with an estimated $8.58M sold.
- 72 institutional investors held Vanguard Morningstar Mega Cap Growth ETF (MGK) as of Q2 2014, up from 71 in Q1 2014.
- Funds reported $439M of Vanguard Morningstar Mega Cap Growth ETF stock for Q2 2014, up 17% quarter-over-quarter.
- 10 funds opened new Vanguard Morningstar Mega Cap Growth ETF positions in Q2 2014 and 9 closed out, a net change of +1 holder.
- The largest Vanguard Morningstar Mega Cap Growth ETF buyer in Q2 2014 was Synovus Financial, an estimated $35.4M added.
- The largest Vanguard Morningstar Mega Cap Growth ETF seller in Q2 2014 was FBL Investment Management Services, an estimated $8.58M sold.
Based on aggregated 13F filings for Q2 2014.